September 21, & nbsp; The Silicon Branch of China Nonferrous Metals Industry Association released the latest price of silicon wafers this week. The prices of M10 monocrystalline silicon wafers and N-type monocrystalline silicon wafers remained unchanged, but the price of G12 monocrystalline silicon wafers fell slightly by 0.95%, with an average price of 4.19 yuan per wafer. The main reason is that the downstream demand is less than expected.
Specifically,
the average transaction price of M10 monocrystalline silicon wafers (182 mm/150 μm) was maintained at 3.36 yuan/piece, and the week-on-week ratio was flat;
the average transaction price of N-type monocrystalline silicon wafers (182 mm/130 μm) was maintained at 3.45 yuan/piece, and the week-on-week ratio was flat; The average transaction price
of G12 monocrystalline silicon wafers (210 mm/150 μm) dropped to 4.19 yuan per piece, with a week-on-week decline of 0.95%. On
the supply side, monocrystalline silicon enterprises still maintained full-load production this week, among which P-type M10 monocrystalline silicon wafers maintained a tight balance between supply and demand, while P-type G12 and N-type M10 had different degrees of excess supply. At present, the overall inventory of silicon wafers is in the accumulation stage, and the inventory digested in the early stage is filled by the new climbing capacity. Overall, there is still relative support in September, and enterprises are expected to maintain full-load production in October, which makes the supply turn to relative excess. On the
demand side, the price of batteries has dropped rapidly, and the degree of component differentiation is obvious. On the battery side, the transaction price of M10 monocrystalline PERC batteries dropped to 0.67-0.68 yuan/W, mainly due to the continuous loss of specialized component factories, which reduced production enthusiasm and slowed down the pace of delivery. In addition, high-efficiency battery technologies such as Topcon, HJT and XBC continue to squeeze PERC market share, so some low-efficiency battery shipping channels begin to narrow, pushing prices down rapidly. On the component side, the price of M10 single-sided single crystal PERC components dropped to 1.11-1.2 yuan/W, and the price difference of components widened, mainly because of the different strategic choices of enterprises. Some enterprises value the annual shipment volume, so they sacrifice the gross profit per watt to expand the domestic demand market.
This week, the operating rate of the two first-line enterprises remained at 90% and 95%. The operating rate of integrated enterprises is maintained between 90% and 100%, while that of other enterprises is maintained between 95% and 100%. According to the production scheduling plan of silicon wafer enterprises, the new production capacity in September mainly comes from the project commissioning, and the silicon wafer output in September is expected to be between 60-61 GW, an increase of about 3% annually. At present, the inventory of silicon wafer enterprises is in the stage of accumulation, and the downstream demand shows signs of weakening, so it is expected that there will be downward space for silicon wafer prices in October.
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